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Sep 30, 2021

M/I Homes Q3 2021 Earnings Report

M/I Homes reported record third-quarter results, driven by revenue growth and improved operating margin, and announced its entry into the Nashville market.

Key Takeaways

M/I Homes reported a 7% increase in revenue to a record $904.3 million for the third quarter of 2021. Net income increased by 24% to $91.0 million, or $3.03 per diluted share. The company's backlog sales value reached an all-time record of $2.5 billion, a 40% increase from the previous year.

Revenue increased 7% to a third quarter record of $904.3 million.

Net income increased 24% to $91.0 million ($3.03 per diluted share).

Backlog units increased 20% to 5,407, a third quarter record.

Backlog sales value increased 40% to $2.5 billion, an all-time record.

Total Revenue
$904M
Previous year: $848M
+6.7%
EPS
$3.27
Previous year: $2.51
+30.3%
New Contracts
1.96K
Previous year: 2.95K
-33.4%
Backlog Units
5.41K
Previous year: 4.5K
+20.1%
Homes Delivered
2.05K
Previous year: 2.14K
-4.3%
Gross Profit
$222M
Previous year: $195M
+14.0%
Cash and Equivalents
$221M
Previous year: $203M
+9.2%
Free Cash Flow
-$210M
Previous year: $108M
-294.3%
Total Assets
$3.05B
Previous year: $2.42B
+25.9%

M/I Homes

M/I Homes

Forward Guidance

M/I Homes is on track for a solid finish to 2021 and is well-positioned for 2022 with a healthy balance sheet, a solid land pipeline, a strong backlog, and a significant number of new communities opening in 2022.

Positive Outlook

  • Healthy balance sheet
  • Solid land pipeline
  • Strong backlog
  • Significant number of new communities opening in 2022
  • Entering Nashville market

Challenges Ahead

  • Supply chain disruptions
  • Reduced community count
  • Early extinguishment of debt
  • Cancellation rate increased to 8%
  • New contracts decreased 33%